Paysafe Share Discussion Threads

[ihatemms] 24/11/2016 13:06

If the market was perfect Dogwalker - they'd be no money for anyone to make!

[dogwalker] 24/11/2016 12:00

It'll be in the price then.

[ihatemms] 24/11/2016 11:53

Same pattern for the past few days. Steady in the morning, drop in the afternoon.

Next TU (with expected 'ahead' statement) due in 6 weeks - not long now

With the great results from peers e.g. Wirecard - you can expect PAYS to follow suit.

[heliweli] 24/11/2016 09:14

Hoping for a sharp swift recovery here, just a matter of time.

[lomax99] 24/11/2016 08:54

Not sure if it will fall that far, if it does I will be topping up. News could come at any time, just look at the prospects for the sector and our, relative, rating.

[stockbob] 24/11/2016 08:48

looks like this is going to fall further again.
could see us in low370s

[lomax99] 24/11/2016 08:48

Here is an article in February regarding Revolut/Paysafe:

hxxps://www.finextra.com/news/announcement.aspx?pressreleaseid=62976

It talks about $200M in fund transfers, not sure what Paysafe related revenue would be ($3 - $5M?) but it is hardly of any significance, especially if it was typically lower margin work.

[qs99] 23/11/2016 19:28

I'm a PAYS fan, but this looked weak again earlier this week and sold out. Who knows whether that was right or not, but graph is now looking a little weak. Hope I am proved wrong for existing holders....if moves meaningfully above £4.10-20 then I'll jump on board again as downtrend may have been broken, thought it was going to be recently when bought around £3.70 level, but increasing (albeit small) short and move back below £4 has me perturbed...lets see how this week unfolds....Had some good rides with PAYS (OPAY) and will continue to monitor ..... GLA

[eh9] 23/11/2016 19:15

Revolut paysafe agreed to terminate this more than a year ago. Nothing new here. You have to consider whether there is any margin to be made on add-on physical cards anyway these days when the wallet component neteller and skrill are very profitable

[lomax99] 23/11/2016 18:59

More on yesterday's withdrawal:

hxxp://uk.businessinsider.com/fintech-revolut-issuing-new-cards-delay-europe-international-waiting-list-paysafe-2016-11

[melf] 23/11/2016 11:52

Just a couple quotes from the recent article in the Canadian Business Journal to keep us all cheery during these gloomy autumnal days!



“Our market cap has gone from about $5 million in 2008 to about $200 million in 2011 and it was about $3 billion U.S. in 2015,” reveals Leonoff. “Certainly we have aspirations of pursuing very aggressive growth and hopefully we can ramp up to a number closer to $10 billion over a certain period of time."

“I don’t think there is anything like our consolidated payment platform,” says Leonoff. “On the worldwide stage, I don’t believe anyone will possess the level of comprehensive tools and value that we’re going to bring to the table.”

Enjoy!

[wolfhound1] 23/11/2016 10:57

@ramas - I get the same feeling, we are almost at the 6 month anniversary of attempts to hold back share price - that may prove significant.

I wonder if there is more to the jettison of the insignificant business in terms of emerging market gambling in 100 countries ?

- would make alot of sense to streamline the business model and do some spring cleaning ahead of seeking regulatory approval for a merger with a bigger player . And remember they only gave them til the end of this week before closing it.

Watch this space

GLA

[eh9] 23/11/2016 09:36

Better ir E.g. Not being lazy about not doing an investor day in 2016Quarterly disclosures in line with USA peers rather than Brunswick opinion that they should be scantProper face to face interim and full year results session rather than just conf callQuarterly conf calls USA styleA presentation of what the vision for the next three years might look likeGetting gambling below 1/3 of the business

[salpara111] 23/11/2016 09:26

I really do think it is time for them to get a US listing.
They are big enough and they generate a lot of $$ revenue so it would make sense.
I cant see what else will help close the valuation gap.

[eh9] 23/11/2016 09:05

It's budget day. Last year was weak on budget day incase of any new taxes on gambling (not that the uk is significant % of overall)

[heliweli] 23/11/2016 09:02

Not the normal recovery from a big drop this time, worrying.

[jarega85] 23/11/2016 07:07

If it's not price sensitive, they wouldn't need to release an RNS

[zcaprd7] 23/11/2016 01:49

Well, I demand a release for the company...

[ramas] 22/11/2016 21:50

I smell a big deal in the offing .... weeks or months away is the question ....

[malcolmmm] 22/11/2016 19:59

EH9 will do but I fully agree with you.Have been in these since 127p and am not going any place soon.

[eh9] 22/11/2016 19:50

Malcolmm I implore you to speak to Paysafe investor relations yourself. In a digitising world these physical credit cards are unnecessary and very low or negative margin. One of paysafe's key strategic advantage over wirecard is digital wallets rather than physical cards. Investor relations assure me there is no impact on guided targets for 2016 or thereafter

[larva] 22/11/2016 15:19

chart saying 380p

[larva] 22/11/2016 15:14

delicious 28k buy

[redlee] 22/11/2016 15:09

Thanks EH9. If a bid is in the works for Paysafe, who are the likely companies? Worldpay?